The earnings call reflected strong financial performance with record revenue growth and significant achievements in key markets such as North America and Asia Pac. Despite some challenges with gross margins and FX-related OpEx pressure, the company's strategic initiatives and partnerships, particularly with Verizon, indicate a positive outlook.

Company Guidance

During the Ribbon Communications Second Quarter 2025 Financial Results Conference Call, significant metrics were highlighted, showcasing the company's robust performance and optimistic outlook. Revenue for the second quarter reached $221 million, marking a 15% increase year-over-year and a 22% sequential rise, surpassing the high end of their guidance. The Cloud & Edge business saw a remarkable 24% revenue growth year-over-year, while the IP Optical business recorded a 2% increase. Adjusted EBITDA rose by 47% year-over-year to $32 million. Gross margins were slightly below expectations due to a higher mix of hardware and professional services, ending at 52.1%. The company continues to gain momentum with strong demand in the North American and Asia Pacific markets, anticipating a 15% to 20% revenue growth in the second half of the year compared to the first half. Despite potential currency headwinds, Ribbon remains on track with its full-year revenue guidance of $870 million to $890 million.

Record Revenue Growth

Revenue reached a new all-time high for the quarter, with a 15% year-over-year increase and 22% sequential growth, exceeding guidance.

Strong Performance in North America and Asia Pac

Sales in North America and Asia Pac saw significant growth, with North America experiencing a 45% year-over-year increase in IP Optical sales and Asia Pac showing more than 40% year-over-year growth.

Cloud & Edge Business Success

Cloud & Edge sales grew 24% year-over-year and 27% sequentially. Excluding maintenance, product and service sales increased 48% year-over-year, with adjusted EBITDA up 43%.

Significant Wins in the IP Optical Segment

IP Optical sales grew 13% sequentially and 2% year-over-year, with a 5% year-over-year increase excluding Eastern Europe. Notable wins include expanding footprint in India and new projects in Southeast Asia.

Verizon Partnership Success

Verizon accounted for over 20% of total sales in Q2, marking a record quarter with significant progress in modernization programs.

Ribbon Communications (RBBN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RBBN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.06 / -	0.05	―	―	―
Jul 23, 2025	2025 (Q2)	0.05 / 0.05	0.05	0.00% (0.00)
Apr 29, 2025	2025 (Q1)	0.00 / -0.03	-0.01	-200.00% (-0.02)
Feb 12, 2025	2024 (Q4)	0.12 / 0.16	0.12	33.33% (+0.04)
Oct 23, 2024	2024 (Q3)	0.06 / 0.05	0.05	0.00% (0.00)
Jul 24, 2024	2024 (Q2)	0.05 / 0.05	0.04	25.00% (+0.01)
Apr 24, 2024	2024 (Q1)	-0.01 / -0.01	-0.02	50.00% (+0.01)
Feb 14, 2024	2023 (Q4)	0.13 / 0.12	0.09	33.33% (+0.03)
Oct 25, 2023	2023 (Q3)	0.08 / 0.05	0.02	150.00% (+0.03)
Jul 26, 2023	2023 (Q2)	0.04 / 0.04	0.06	-33.33% (-0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RBBN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$4.25	$3.89	-8.47%
Apr 29, 2025	$3.75	$3.21	-14.40%
Feb 12, 2025	$4.33	$5.00	+15.47%
Oct 23, 2024	$3.43	$3.71	+8.16%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ribbon Communications Inc (RBBN) report earnings?

Ribbon Communications Inc (RBBN) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Ribbon Communications Inc (RBBN) earnings time?

Ribbon Communications Inc (RBBN) earnings time is at Oct 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RBBN EPS forecast?

RBBN EPS forecast for the fiscal quarter 2025 (Q3) is 0.06.

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